Stairway Partners, LLC
● SEC registered since 2004CRD 133157SEC# 801-63583Minneapolis, MN
Reg. AUM
$2.36B
Employees
5
Accounts
100
Location
Minneapolis, MN
Stairway Partners, LLC assets under management
Stairway Partners, LLC is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2004. It reports $2.4 billion in regulatory assets under management and employs 5 people.
Stairway Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Christopher Balsam | Member | Under 5% | 2024 |
| James Cameron Jackson Control | Manager/Member | 25-50% | 2009 |
| Kevin Terhaar Control | Manager/Member/Chief Compliance Officer | 5-10% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Stairway Partners, LLC manage?
Stairway Partners, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Stairway Partners, LLC have?
Stairway Partners, LLC reports 5 employees.
Where is Stairway Partners, LLC located?
Stairway Partners, LLC is based in Minneapolis, MN and has been SEC-registered since 2004.
Does Stairway Partners, LLC disclose fund performance?
Stairway Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4999 France Avenue South, Suite 255, Minneapolis, MN 55410-1734 |
| Phone | 630-371-2626 |
| Fax | 312-763-2598 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1454138 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.36B▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$2.36Bregulatory AUM
Discretionary $2.36B